Can minor children invest in mutual funds to learn the lessons of investment? Should we exit the equity funds now and enter again later when market has bottomed out? How…
Continue reading
The show is about market volatility and sharp correction leading to panic & fear in the investors. So what should an investor do now? Book his losses, or Add more…
Continue reading
Financial planning is required at every stage in life in order to live well and realise your goals. This exercise takes new dimensions when there’s a life partner in the…
Continue reading
The Union Budget 2017 creates a wonderful opportunity for first time home buyers but puts a dent in real estate portfolio if someone owns multiple properties. How? Hear it from…
Continue readingShopping during festivals can be a deep psychological experience, besides addressing your functional needs. Whether you’re a habitual spender or a needs-based shopper, you are sure to buy something even…
Continue readingAfter 8 years of experience in financial advisory & management of clients investments portfolios, here are my observations on top 3 Money Disorders quite prevalent in the Indian society. You could…
Continue reading‘Their money was underutilised, and then they met a financial planner’
Rajat Jain and Smriti Handa knew that their investments in real estate and fixed deposits were not ideal, but didn’t have the time or expertise to look at other products.
‘Finding her direction with the help of a detailed financial map’
A closer look at Supriya Rocha’s investments showed that unlike most people, her’s were almost entirely in equity-based products.
